Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBEFLEX CAPITAL L P | COM | 851 | $183,911 | 5,130 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BOSTON PRIVATE WEALTH LLC | COM | 852 | $228,000 | 5,057 | 0.00 | 0.01 | -10,084 | -66.60 | 12-31-2021 |
INTREPID FINANCIAL PLANNING GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FULTON BANK NA | COM | Liquidated | $0 | 0 | 0.00 | 5,014 | +Inf | 03-31-2024 |